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William P Bliek

Citizens JMP Securities, LLC

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About William P Bliek

William P Bliek is a financial professional registered in Massachusetts and New York. William currently works at Citizens JMP Securities, LLC where he has been employed since 8/1/2023. William has a background in the financial industry, having previously worked at Citizens Capital Markets, Oleet Securities, LLC, and Deutsche Bank Securities Inc.. William has passed the Series 7, Series 63, Series 79TO and SIE exams.

Firm Information

William Bliek is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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William Bliek’s Registration & Firm History

CA

08/01/2023 - Present

Citizens JMP Securities, LLC (SAN FRANCISCO CA)

MA

10/25/2022 - 08/01/2023

CITIZENS CAPITAL MARKETS (BOSTON MA)

VT

12/14/2009 - 04/21/2011

OLEET SECURITIES, LLC (BURLINGTON VT)

IL

02/10/2005 - 02/26/2007

DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 11/12/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/21/2022

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William P Bliek.
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